Answered
Answered

Posibilities for automating a currently manual task using the API

CRM Live customer wants to automate this manual process, export from another system, import into Maximizer, add imported records to a campaign.

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Key/Id + Key/number as a system field

Hello API team,

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AbEntry vs Company record type key encoding

Hello API Team,

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Answered

Getting the Key for Public

What is the payload to use when retrieving "Public" for Full Access (or even Read Access) from entities like:

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Error querying Personal Access Token

I am using this query from your Postman examples to retrieve the PAT schema:

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API Issue

We have seen an issue on a couple of 2023 R2 sites now with the API. If a user updates a UDF through the API that they don’t have permissions for it seems to end the Maximizer session of the user who tried the change.
The API itself doesn’t seem to report any errors. Is this something you have seen and/or can replicate?

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Group By

Is it possible to do grouping through the API? For example, I would like to find the most recent date that each user added a note/task/opp etc

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Opportunity API - Merge capability

Hello API Team,